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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EMG
901
ETF Managers Group
New Jersey
$78K +$10.1K +214 +17%
FDCDDQ
902
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.6K +$5.4K +115 +8%
BWM
903
Baystate Wealth Management
Massachusetts
$73K +$61.7K +1,314 New
MPWT
904
MassMutual Private Wealth & Trust
Connecticut
$72.4K -$6.58K -140 -9%
MFW
905
Mosaic Family Wealth
Missouri
$72K -$542K -11,529 -89%
WAM
906
Watermark Asset Management
California
$72K +$47 +1 +0.1%
GRP
907
Global Retirement Partners
California
$72K +$33.6K +716 +106%
FMB
908
Field & Main Bank
Kentucky
$72K +$65.8K +1,400 New
NCM
909
Nelson Capital Management
California
$68K +$1.13K +24 +2%
SBL
910
Sargent Bickham Lagudis
Colorado
$68K +$1.46K +31 +2%
CHC
911
City Holding Co
West Virginia
$63K – – –
LNB
912
Ledyard National Bank
$63K – – –
BCP
913
Blackhawk Capital Partners
Wisconsin
$63K +$58K +1,235 New
OC
914
Oakworth Capital
Alabama
$59K +$39.8K +848 +241%
KA
915
Kaizen Advisory
Illinois
$59K +$54.4K +1,157 New
AF
916
Arrow Financial
New York
$55K – – –
MWM
917
MinichMacGregor Wealth Management
New York
$54K +$4.42K +94 +10%
TFS
918
TrustCore Financial Services
Tennessee
$53K +$48.5K +1,033 New
SQA
919
Simon Quick Advisors
New Jersey
$51K +$141 +3 +0.3%
IWP
920
Icon Wealth Partners
Texas
$51K +$46.6K +993 New
FPFS
921
First Personal Financial Services
North Carolina
$50K +$23.7K +504 +109%
MCM
922
Manchester Capital Management
Vermont
$49K – – –
First Eagle Investment Management
923
First Eagle Investment Management
New York
$46K – – –
RAM
924
Riggs Asset Management
Pennsylvania
$46K – – –
BTIS
925
BB&T Investment Services
North Carolina
$46K +$18.6K +395 +76%